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EUROPE
Juncker’s white paper:
more style than substance – Politico
European Commission
Offers 5 Scenarios – Marc
Chandler
EU Parliament Calls to
End Visa-Free Travel for U.S. Citizens – WSJ
European banks in 2016:
A year to forget – Deutsche Bank
Dutch Election Update –
PM Rutte’s VVD takes the lead – ABN AMRO
Justin Fox: Geert
Wilders Doesn't Want to Govern – BB
FRANCE
Marine Le Pen loses EU
parliament immunity over tweets – Reuters
Euro Rates Watch –
French linkers price in regime shift – ABN AMRO
Five charts - How
Investors Are Playing ‘Frexit’ – WSJ
Macron Lays Out His
Political Platform For French Presidency – WSJ
EUROPEAN
CENTRAL BANK
ECB Preview: Fine-tuning,
markets a bit vulnerable – Nordea
ECB preview: Less reason
to be dovish, but inflation battle not yet over – Pictet
Two Percent Inflation
Not Enough for Draghi to Shift Policy – BB
Merrill on Possible
March Fed Hike – Bill McBride
White House Said to Kick
Off Infrastructure Planning Thursday – BB
Noah Smith: Trump's
Smart Choice for Economic Adviser – BB
OTHER
Shortcuts to
Factor Investing 101
– CFA
REGULARS
Sentiment is upbeat in Asian markets
today following a rally on all three leading indices on Wall Street. Meanwhile
there has been a USD rally driven by upbeat ISM data a bullish speech from a
Fed board member and the generally positive reception to Donald Trump's speech
to Congress.
UK prime minister vows to overturn
Lords demand, US-Russia controversy deepens, and the silver lining to Carlos
Slim’s $16bn loss
U.K. Living Standards Worst in 60
Years, Snap IPO Hits $24bn, ‘Multispeed’ Europe is Back
Higher yields and equities, GBP
struggling * Euro-area inflation rising to target * 10-year Bund yields jump * USD
strengthens after Trump speech
The Dow Jones industrial average appears
to be on a roll. It closed over 21000 for the first time in its history
overnight just over a month after it first closed above 20000 for the first
time. Meanwhile in Europe the pound is sinking against the dollar as British
prime minister Theresa May grapples with her first major setback in pursuit of
Brexit.
Stocks are reaching new record
levels. In the US the P/E ratio is on a level so far only previously seen
immediately prior to massive crashes. A US rate hike in March again seems to be
almost certain.
Dollar Remains Bid
Multi-speed Europe is coming —
Fillon flops — UK Lords’ Brexit win
S&P Futures Drop As Global
Market Rally Pauses; Dollar Rises On Rate Hike Concerns
With the dove of doves the Fed's
Brainard also waxing more hawkish on the need to hike rates we more or less
have the intent for a March FOMC rate hike clear with only Yellen tomorrow and
the US employment report next Friday as the last confirming indicators.
FINNISH
Pohjainflaatiosta puuttuu potku * Suomen BKT:ssa
nollakasvu vuoden 2016 viimeisellä neljänneksellä * Ruotsin teollisuuden
luottamus vahvana * USA:n 2-vuoden korko nousi yli seitsemän vuoden huippuihin